FWD Among Its Peers
End-of-day Nov 13, 2026 · 1 ETFs by YTD
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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −1.2% | +4.4% | −8.7% | −15.2% | +10.6% | +8.6% | +118.1% | — | +137.1% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$33 of every $1,000 in FWD is Microsoft
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MSFTMicrosoft 00000625 | Technology | 3.29% | $328.50 | 198K | $103.2M |
| 2 | NVDANvidia 001 | Technology | 3.16% | $316.47 | 572K | $99.4M |
| 3 | AVGOBroadcom | Technology | 2.96% | $295.98 | 269K | $93.0M |
| 4 | METAMETA Platforms 000006 | Communication Services | 2.43% | $242.66 | 121K | $76.2M |
| 5 | LLYELI Lilly + | Healthcare | 2.38% | $237.91 | 52K | $74.8M |
| 6 | AMZNAmazon. 01 | Consumer Cyclical | 2.28% | $227.53 | 269K | $71.5M |
| 7 | AMDAdvanced Micro Devices 01 | Technology | 2.23% | $222.74 | 127K | $70.0M |
| 8 | SPCXSpace Exploration Techn 001 | Industrials | 1.91% | $191.09 | 430K | $60.0M |
| 9 | 2330.TWTaiwan Semiconductor Manufac Twd10.0 | Technology | 1.80% | $179.97 | 777K | $56.5M |
| 10 | —Alliancebernstein Govt Stif SSC Fund 64ba Agis 587 | — | 1.70% | $169.57 | 53.3M | $53.3M |
| 11 | LRCXLAM Research 001 | Technology | 1.56% | $156.08 | 208K | $49.0M |
| 12 | ASMLASML NY REG NY REG Shrs Eur.09 | Technology | 1.52% | $152.01 | 31K | $47.8M |
| 13 | MRKMerck + 5 | Healthcare | 1.47% | $146.77 | 313K | $46.1M |
| 14 | KLACKLA 001 | Technology | 1.42% | $142.42 | 278K | $44.7M |
| 15 | CRWDCrowdstrike | Technology | 1.38% | $138.30 | 190K | $43.5M |
FWD has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | MSFT | Microsoft 00000625 | 3.29% |
| 2 | NVDA | Nvidia 001 | 3.16% |
| 3 | AVGO | Broadcom | 2.96% |
| 4 | META | META Platforms 000006 | 2.43% |
| 5 | LLY | ELI Lilly + | 2.38% |
| 6 | AMZN | Amazon. 01 | 2.28% |
| 7 | AMD | Advanced Micro Devices 01 | 2.23% |
| 8 | SPCX | Space Exploration Techn 001 | 1.91% |
| 9 | 2330.TW | Taiwan Semiconductor Manufac Twd10.0 | 1.80% |
| 10 | LRCX | LAM Research 001 | 1.56% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| FWD | 0.11 | 0.15 | 31.1% | −27.3% | 1.91 | $65 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 17, 2025 | Dec 18, 2025 | $0.11 |
| Jul 22, 2025 | Jul 23, 2025 | $0.0057 |
| Dec 17, 2024 | Dec 18, 2024 | $1.50 |